529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.
Believe it or not, we are halfway through 2025 already. Take a moment to review your goals for the year and check in on progress - we created this 4-step guide to help you stay on track.
As parents, one of the most valuable lessons we can pass on to our children is how to manage money wisely. While saving and budgeting are foundational, understanding and building credit is often overlooked — yet it's key to long-term financial success. Helping your child establish a line of credit early (and responsibly) can give them a powerful head start when it comes to qualifying for loans, renting apartments, or even landing certain jobs.
Feeling powerless in the face of daily chaos? You’re not alone and you’re not powerless! Your financial choices can be daily acts of both resistance and hope. Here's how to turn anxiety into empowered action.
Let’s be honest — it’s tough out there. Open any news site, scroll through social media, or even walk past a TV at the gym, and you’ll be hit with a wave of negativity: economic uncertainty, political division, climate disasters, crime reports, social injustice. It's not your imagination — the world feels louder, angrier, and more overwhelming than ever.
The anxiety among investors is understandable, given sky-high inflation, stock market losses, the war in the Ukraine, and looking mid-term elections. However, now is not the time to panic. One of my favorite quotes from Mark Twain is “History doesn’t repeat itself, but it often rhymes”. And what is happening today, certainly rhymes with what we have seen in the recent past.
Aaaah, the humble Health Savings Account (HSA). Most of us have one and know the basics of how to use it, but few harness the HSA to its full potential.
We’ve got you covered. We asked our good friend, Kelley Long, CPA/PFS and an expert on HSAs, to bring us up to speed. She shared three of the most important things to know about this underleveraged financial tool.
A wonderful omelet made on top of your own stove: it’s the simplest (and tastiest) fast food there is. Omelets are a great way to clean out your leftovers. And if you’re new to cooking, they’re the perfect introduction to creativity in the kitchen. Omelets are a blank canvas just waiting for you to test out what you like and what you don't like.
